Page Comparison

02 Feb 2023

ALL

Intro Call

03 Feb 2023

UB

Send WhiteLabel Requirements doc

06 Feb 2023

LV

Export Yext Data

06 Feb 2023 - 10 Feb 2023

LV

Provided full export of Yext Data to product and Uberall team

No longer paring back data before migration. Provide reduced list of accounts to UB

Determined to be done post migration by Ops.

09 Feb 2023

ALL

Migration planning

• Review Go-Live Plan + Dates

• GBP + FB Connect Plan

15 Feb 2023

LV

Samar & Grant

Provide reduced Provided full export of Yext Data to UBproduct and Uberall team

2/13/23

UB

Convert Yext Data

2/13/23

LV

Samar

Return white label req doc

https://arinet-my.sharepoint.com/:x:/g/personal/samar_hatem_leadventure_com/EVHJE6sPdrZOpnGcPKMBjD0BWLpzi7hVcg99TzjqafvmVw?e=YFmMhD

2/14/23 - 2/17/23

UB

Set up dashboards (SP/CSP) + whitelabel

2/20/23 - 2/24/23

scheduled for 31

ALL

Platform Training w/ SEO Team

• UB - Send Partner Academy for others

2/22/23

UB

Test yext import to sandbox

2/22/23

LV

Samar & Grant

Review and fix errors (LV)

2/27/23

UB

Import POI to Production

2/27/23

LV

Grant & Samar

Spot check data

2/27/23

ALL

User Assignment

2/28/23

LV

Release data from Yext

3/1/23

UB

Start Sync

3/1/23 - 3/10/23

ALL

Sales Training

• New Acquisition

• Upsell

• OEM

3/1/23 - 3/10/23

LV

Grant

Existing Connections Sync (Manually connect GBP & FB)

Lance added row.

3/1/23 - 3/10/23

ALL

GBP + FB link share to connect

3/1/23 - 3/21/23

ALL

DigMS Dev Team API integration review

we will likely review in Q2/Q3

3/31/23

Katie

Audit Uberall account post migration

•  Who will build the customer migration lists?

Samar (Grant to assist when/if needed)

Samar & Tory

06 Feb 2023

Meeting: Uberall Migration Internal Discussion

•  How does the Uberall Leadsie alternative work?
•  Does it do both GBP and FB?
•  Does the desired LV account get access we can use for other services/tools?

They do not have a sufficient Leadsie alternative. Their options:

1 - they can do a link similar to Yext that gives them access.

2 - They can help facilitate us sending separate GBP and FB access request for our accounts.

Uberall - David & team

09 Feb 2023

LeadVenture Migration Planning Cont.